2023 Form 5500 filing — Santa Cruz Community Health Centers 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250411190437NAL0038983184001) for Santa Cruz Community Health Centers 401(K) Profit Sharing Plan, reported by Santa Cruz Community Health Centers under EIN 23-7428303 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411190437NAL0038983184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Santa Cruz Community Health Centers
- EIN
- 23-7428303
- Plan number
- 001
- Location
- Santa Cruz, CA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,213,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,213,986
- Employer contributions
- $300,467
- Participant contributions
- $1,007,133
- Total income / additions
- $2,385,956
- Benefits paid
- $146,507
- Administrative expenses
- $7,274
- Total expenses
- $172,034
- Net increase / (decrease)
- $2,213,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Securities Inc | OTHER SERVICES | $0 | $31,694 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,300 | $0 |